FP&A and Treasury Specialist

Mercor; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Mercor is partnering with a leading AI lab to translate FP&A and treasury work into structured training data for AI reasoning about how finance teams operate. The role focuses on designing budgets, rolling forecasts, cash flow, and treasury analysis to teach the model planning realism.

You will review AI outputs for accuracy, provide actionable feedback, and collaborate with the research team to improve AI performance in planning and cash-management tasks.

Qualifications

• Finance or MBA background with strong financial-modeling skills and cash/treasury exposure.
• CTP (Certified Treasury Professional) a plus for treasury-focused candidates.
• Corporate FP&A or treasury experience at a mid-size or larger company.
• Bachelor's degree in Finance, Accounting, or a related field.
• Strong written communication and attention to detail.

Responsibilities

• Design realistic scenarios from your FP&A work—operating budgets and rolling forecasts, flux/variance analysis and commentary, 13-week cash flow forecasts, daily cash positioning & bank administration, FX revaluation, debt/covenant schedules, and formula-driven financial models.
• Review and compare AI-generated FP&A/treasury outputs for accuracy and sound judgment on assumptions.
• Provide clear written feedback that improves how AI performs planning and cash-management tasks.
• Collaborate asynchronously with the research team.

Skills

Financial modeling

Cash management

Treasury exposure

Written communication

Education

Bachelor's degree in Finance, Accounting, or related field

MBA in Finance/Accounting

Job description

Role Overview

Mercor is collaborating with a leading AI lab to engage experienced FP&A and treasury professionals. You'll translate real planning, analysis, and cash / treasury work into structured, high-quality training data that teaches AI to reason about how finance teams actually work.

Focus Areas

Financial planning & analysis (FP&A) · treasury & cash management.

Key Responsibilities

• Design realistic scenarios from your work — operating budgets and rolling forecasts, flux / variance analysis and commentary, 13-week cash flow forecasts, daily cash positioning & bank administration, FX revaluation, debt / covenant compliance schedules, and formula-driven financial models
• Review and compare AI-generated FP&A / treasury outputs for accuracy and sound judgment on assumptions
• Provide clear written feedback that improves how AI performs planning and cash-management tasks
• Collaborate asynchronously with the research team

Ideal Qualifications

• Finance / MBA background with strong financial-modeling skills and hands-on cash / treasury exposure
• CTP (Certified Treasury Professional) a plus for treasury-leaning candidates
• Corporate FP&A or treasury experience at a mid-size or larger company
• Bachelor's degree in Finance, Accounting, or a related field
• Strong written communication and attention to detail